Job Summary

• This role serves as the primary contact for Ultra High Net Worth clients to resolve complex issues and provide investment guidance.
• Vanguard offers fully paid training and coaching to help employees obtain required licenses such as the Series 66.
• The position includes a competitive benefits package with up to 10% employer retirement contributions and onsite health perks.

Matching Summary

Salary

Base: $70,000-$78,000; Bonus: Up to $12,500 plus $20,000 licensing bonus; Benefits: 4% match + 10% employer contribution

Skills & Requirements

Key Requirements

• Minimum three years Financial Services experience
• Active SIE and FINRA Series 7 license
• Series 66 license or ability to obtain within 90 days
• Undergraduate degree or equivalent combination of training and experience

Work Rights